Simplesat allows you to create a CSAT, CES, NPS or 5-star survey that will be automatically sent to a customer upon closing a conversation in 4me.

First, create a new survey.

Customize the survey settings to your heart's desires. 😁 Then, choose the Integrate with another tool option in the Publish tab.

Select 4me in the pop-up box.

Click the Generate Embed Code button. Make sure you're on the link option, then click Copy survey.

These are automatically included when you generate a 4me survey embed codes, but here they are just in case. 😉

Head over to your 4me account and go to settings > email templates
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Select the template in which you would like to embed your survey, then click the edit button.

Paste the survey URL which you've copied earlier in your email template, then click save.

Create a test request with yourself as the requester. Check your email and click any rating that you like. Once you do, new feedback should instantly show up in your Simplesat dashboard. 🎊

If you run into any issues let us know and we'll be happy to help troubleshoot. 🙌

First, create a new survey.

Customize the survey settings to your heart's desires. 😁 Then, choose the direct email delivery > event based option in the publish tab.

Next, under the email tab you can configure how you want your survey email to look like.
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Once that's all set up, then go to the delivery tab and copy the endpoint.
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Next, you'll need to visit the 4me integrations page by clicking here.

Authenticate if you haven't done so already, then scroll down to automatically send email survey on request completion and click activate integration.

Once the integration has been successfully activated, scroll down a bit to endpoint URL.
Paste the survey endpoint in the endpoint URL field and click save.

Note: If you're planning to send surveys for both requests and problems and would like to use integrations then these will need to be 2 separate surveys.
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